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Ridgecrest Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Ridgecrest Wealth Partners’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$896K Sell
1,566
-2
-0.1% -$1.28K 0.49% 41
2025
Q4 		$1.04M Sell
1,568
-91
-5% -$60.8K 0.56% 35
2025
Q3 		$1.22M Sell
1,659
-3
-0.2% -$2.23K 0.55% 39
2025
Q2 		$1.23M Buy
1,662
+102
+7% +$63K 0.65% 35
2025
Q1 		$899K Sell
1,560
-44
-3% -$28.4K 0.47% 43
2024
Q4 		$939K Buy
1,604
+1
+0.1% +$587 0.51% 38
2024
Q3 		$918K Sell
1,603
-1
-0.1% -$515 0.48% 43
2024
Q2 		$809K Sell
1,604
-6
-0.4% -$2.92K 0.49% 41
2024
Q1 		$782K Sell
1,610
-6
-0.4% -$2.68K 0.47% 45
2023
Q4 		$572K Sell
1,616
-8
-0.5% -$2.6K 0.38% 51
2023
Q3 		$488K Buy
1,624
+51
+3% +$15.4K 0.34% 54
2023
Q2 		$451K Sell
1,573
-11
-0.7% -$2.71K 0.3% 57
2023
Q1 		$336K Buy
+1,584
New +$270K 0.24% 67
2022
Q4 		– Sell
-1,798
Closed -$244K – 97
2022
Q3 		$244K Buy
1,798
+1
+0.1% +$162 0.2% 77
2022
Q2 		$290K Hold
1,797
– – 0.21% 81
2022
Q1 		$400K Sell
1,797
-2
-0.1% -$500 0.25% 70
2021
Q4 		$605K Sell
1,799
-150
-8% -$49.8K 0.29% 64
2021
Q3 		$662K Buy
1,949
+343
+21% +$124K 0.36% 56
2021
Q2 		$558K Buy
1,606
+229
+17% +$73.5K 0.35% 60
2021
Q1 		$406K Buy
+1,377
New +$371K 0.39% 54

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ridgecrest Wealth Partners's META Position: Q1 2026 in Review

Ridgecrest Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 0.13% in Q1 2026, selling an estimated $1.28K and leaving 1,566 shares worth $896K. The position accounts for 0.49% of the portfolio, ranked #41.

Ridgecrest Wealth Partners first reported a position in META in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.23M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Ridgecrest Wealth Partners held 1,566 shares of Meta Platforms (Facebook) worth $896K as of Q1 2026.
  • Ridgecrest Wealth Partners sold 2 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.28K.
  • Meta Platforms (Facebook) made up 0.49% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #41 holding.
  • Ridgecrest Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 20 quarters since.
  • Ridgecrest Wealth Partners's Meta Platforms (Facebook) position peaked at $1.23M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.